Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$829B
| $1.34B | 0.73% | 5,578,586 -245,703 | -4% | -$58.9M |
|
27
Brown & Brown
BRO
$32B
| $1.32B | 0.72% | 12,901,968 +94,121 | +0.7% | +$9.6M |
|
|
28
iShares Core S&P 500 ETF
IVV
$662B
| $1.28B | 0.7% | 2,177,162 +1,261,092 | +138% | +$742M |
|
29
Prologis
PLD
$106B
| $1.26B | 0.68% | 11,873,109 -175,140 | -1% | -$18.5M |
|
30
Progressive
PGR
$145B
| $1.21B | 0.66% | 5,064,928 -304,509 | -6% | -$73M |
|
31
Costco
COST
$418B
| $1.16B | 0.63% | 1,261,508 -44,443 | -3% | -$40.7M |
|
32
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.13B | 0.61% | 2,483,876 -11,962 | -0.5% | -$5.42M |
|
33
Ventas
VTR
$30.9B
| $1.1B | 0.6% | 18,641,375 -233,630 | -1% | -$13.8M |
|
34
American Tower
AMT
$95.5B
| $1.09B | 0.59% | 5,916,416 -225,957 | -4% | -$41.4M |
|
35
AvalonBay Communities
AVB
$27.9B
| $1.01B | 0.55% | 4,590,539 +27,629 | +0.6% | +$6.08M |
|
36
Extra Space Storage
EXR
$30.5B
| $1B | 0.55% | 6,699,856 -16,305 | -0.2% | -$2.44M |
|
37
CBRE Group
CBRE
$48.2B
| $998M | 0.54% | 7,601,790 +177,119 | +2% | +$23.3M |
|
38
Eli Lilly
LLY
$657B
| $997M | 0.54% | 1,291,458 +82,913 | +7% | +$64M |
|
39
UnitedHealth
UNH
$281B
| $987M | 0.54% | 1,952,015 +173,379 | +10% | +$87.7M |
|
40
Gartner
IT
$19B
| $975M | 0.53% | 2,012,799 +11,657 | +0.6% | +$5.65M |
|
41
MSCI
MSCI
$43.9B
| $968M | 0.53% | 1,613,005 +119,471 | +8% | +$71.7M |
|
42
Markel Group
MKL
$24.8B
| $946M | 0.52% | 548,219 +72 | +0% | +$124K |
|
43
Live Nation Entertainment
LYV
$38.6B
| $946M | 0.52% | 7,302,199 +105,648 | +1% | +$13.7M |
|
44
Martin Marietta Materials
MLM
$37.2B
| $940M | 0.51% | 1,819,744 +191,043 | +12% | +$98.7M |
|
45
Liberty Media Series C
FWONK
$25B
| $879M | 0.48% | 9,487,061 +859,252 | +10% | +$79.6M |
|
46
Brookfield Infrastructure Partners
BIP
$14.6B
| $848M | 0.46% | 26,675,618 +2,866,195 | +12% | +$91.1M |
|
47
Intuit
INTU
$186B
| $833M | 0.45% | 1,324,953 -79,163 | -6% | -$49.8M |
|
48
Procter & Gamble
PG
$368B
| $796M | 0.43% | 4,747,160 +12,572 | +0.3% | +$2.11M |
|
49
Arch Capital
ACGL
$34.2B
| $759M | 0.41% | 8,222,244 +783,506 | +11% | +$72.4M |
|
50
Tyler Technologies
TYL
$24.4B
| $737M | 0.4% | 1,277,441 -14,371 | -1% | -$8.29M |
|